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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,931 | $55,437-67.7% | $155,534-88.5% | $74,459-75.9% |
| Participation rate | 68.9% | 61.9%+7.0pp | 78.2%-9.3pp | 67.2%+1.7pp |
| Annual return | 8.90% | 269.58%-260.7pp | 64.92%-56.0pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $986 | $2,266-56.5% | $4,675-78.9% | $2,626-62.5% |
| Participant deferral / active EE | $1,467 | $2,837-48.3% | $5,630-73.9% | $4,350-66.3% |
| Admin fee / account holder | $304 | $1,742-82.6% | $15,900-98.1% | $1,945-84.4% |